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Enhance companies’ growth through private equity

Manage your private equity portfolio

As an investor, analyze the key indicators of each investment to control the realisation of the business plan.

Private equity funds and investment funds, manage all your holdings

Short term plan, strategic partnership with limited influence, dilution or not of the shareholding: private equity is a response to the growth rate expectations being faced by SMEs and ITEs. For investors, these operations require access to information and regular monitoring to anticipate the exit.

Pain point

What if the investment includes several types of intervention such as shares, bonds with share subscription warrants attached and bonds convertible into shares ?

Pain point
The Desk response

The Agency service allows you to record all types of tranches (equity, mezzanine and junior) within a single file. In case of co-investment, you can give access to the file to your co-investors.

The Desk response
Problems of the Director of participations

How to ensure that the company's business plan is carried out over time and that the required ESG criteria are met?

Problems of the Director of participations
The Desk response

The Agency service enables you to record all the financial and extra-financial indicators to be monitored throughout the duration of the operation. Monitoring of EBITDA, annual sales revenue, ESG criteria... Record the values the main shareholder must provide, in order to alert him automatically before each control.

The Desk response
Problems of the Director of participations

How to centralize the annual documentation provided by the main shareholder?

Problems of the Director of participations
The Desk response

The Desk enables you to centralize, in a secure dataroom, the key elements for effective compliance. Minutes of general meetings, revised business plans, investment committee decisions, auditor's report, etc.

The Desk response
Demo

Take 30 minutes to discover how the Desk can ease your daily tasks!

Hajer
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Hajer
Desk expert @ Kls
Let’s meet!

The Desk, a unique solution and many benefits :

partenaire expertise

A collaborative space to work easily with the main shareholder and your co-investors

A collaborative space to work easily with the main shareholder and your co-investors
Partenaire solution

Tools so that all businesses, front, middle and back offices can work together

Tools so that all businesses, front, middle and back offices can work together
partenaire tirer parti

A single platform to manage all the holdings in your portfolio

A single platform to manage all the holdings in your portfolio
partenaire proposer

Traceability of your entire portfolio to comply with the regulator's recommendations

Traceability of your entire portfolio to comply with the regulator's recommendations